How to configure Templafy Wizard (1/3) - Intro

It allows Admins to setup documents, and ensure that these are completed correctly.

How does it work?

When opening a document that is setup for the Wizard, the User is presented with a series of questions. Based on these questions, sections of the document are deleted and only the relevant ones are kept.

The Admin will setup a document to contain all possible variations of answers - and when the User has completed the Wizard then the document will have only the text that is relevant.

All configuration of the Wizard is done in the document itself, using bookmarks. When the correct bookmarks are applied, the Templafy Wizard loads automatically when a document is opened.

Templafy integrates with the office suites used by companies every day, to bring custom company templates, brand assets and best practice content together directly inside any office application, streamlining how users build or rebuild files. Accessed from the cloud and available on all platforms and devices, Templafy ensures users get more done with their workday, with less frustration.